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Create New Sub-Accounts

This article shows how to add a new client sub-account in Cynomi. It includes step-by-step instructions on where to access the form and what information is required.

Steps to Create a New Sub-Account

  1. In the Service Provider View, click Add new.

  2. Fill in the required fields in the form:

    • Client name

    • Contact information (if applicable)

    • Any optional metadata or notes

  3. Click Save to finalize the setup.

The new sub-account is now live and can be accessed for user setup, assessments, and reporting.